Coyle Financial Counsel’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,955
| Closed | -$212K | – | 56 |
|
|
2019
Q4 | $212K | Buy |
3,955
+16
| +0.4% | +$858 | 0.2% | 53 |
|
|
2019
Q3 | $211K | Hold |
3,939
| – | – | 0.21% | 55 |
|
|
2019
Q2 | $211K | Hold |
3,939
| – | – | 0.19% | 56 |
|
|
2019
Q1 | $208K | Buy |
+3,939
| New | +$208K | 0.2% | 40 |
|
|
2018
Q3 | – | Sell |
-2,994
| Closed | -$155K | – | 166 |
|
|
2018
Q2 | $155K | Sell |
2,994
-910
| -23% | -$47.1K | 0.15% | 52 |
|
|
2018
Q1 | $203K | Sell |
3,904
-17,270
| -82% | -$898K | 0.21% | 37 |
|
|
2017
Q4 | $1.11M | Buy |
+21,174
| New | +$1.11M | 1.27% | 25 |
|